The Estates and Trusts Services Group of Sherrard, German & Kelly is well-known and highly regarded as a leader in its field.
Individuals and financial institutions alike have engaged the Estates and Trusts Services Group to assist them with estate planning, drafting wills and trust agreements, probate actions and appeals, estate and trust administration and tax issues. The Estates and Trusts Services Group practitioners have worked extensively with financial institution trust departments and are routinely retained for advice to create and implement solutions to the problems encountered by corporate fiduciaries. In addition, the Estates and Trusts Services Group represents individuals and corporate fiduciaries in estate and trust litigation, having extensive experience in such matters.
The Estates and Trusts Services Group practitioners frequently counsel executive management of corporate clients on estate and business succession planning, including federal estate, gift, generation-skipping transfer tax and state inheritance tax strategies as well as corporate succession and shareholder transfer techniques. With regard to tax strategies, our practitioners are recognized authorities in planning asset transfers to estate and trust structures in order to minimize wealth transfer taxes.
Members of our Estates and Trusts Services Group have served as professional leaders on bar association councils and as special masters appointed by the courts.
